Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob L. O'Keefe is a financial advisor registered with Focus Financial. Jacob has been in the financial industry since 2005. Jacob is also an insurance agent and has a background in selling dental, disability income, fixed annuities, long-term care, and life/accident/health insurance. Jacob's previous employers include MML Investors Services, LLC and MSI Financial Services, Inc. Jacob is licensed in Arizona, California, Colorado, Florida, Illinois, Iowa, Minnesota, Utah, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party manager
1
2
MN
11/05/2018 - Present
Focus Financial (MINNEAPOLIS MN)
WI
03/25/2017 - 11/02/2018
MML INVESTORS SERVICES, LLC (WAUSAU WI)
WI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WAUSAU WI)
WI
08/04/2005 - 01/02/2015
NEW ENGLAND SECURITIES (WAUSAU WI)
IA
Issued 11/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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